Date |
Report Title |
October 25, 2015 |
Channel Checks and Highlights from the Week (Week #43) |
October 21, 2015 |
China Property Market Pulse (Week #42): Continued moderation in sales/pricing trends |
October 19, 2015 |
Elevator Quarterly Survey 3Q 2015 |
October 18, 2015 |
Channel Checks and Highlights from the Week (Week #42) |
October 16, 2015 |
October Automotive Discount Monitor: SRR Discount Composite Remained Stable |
October 15, 2015 |
3Q15 Automotive Survey: Surveys indicated continued sales recovery; Pricing outlook negative |
October 15, 2015 |
3Q15 Construction & Mining Equipment Survey: Trends stabilized, but limited optimism for recovery |
October 15, 2015 |
3Q15 Commercial Vehicle Survey: Dealer sales picked up in September; Freight indicators more mixed |
October 15, 2015 |
3Q15 Industrial Automation Survey: Trends deteriorated during the quarter; Auto capex still a concern |
October 15, 2015 |
September 2015 Survey: Industrial Automation weakened; Auto picked up |
October 14, 2015 |
China Property Market Pulse (Week #41): Sales trends decelerate on tough comps; Tier 3 sales turn negative |
October 11, 2015 |
Channel Checks and Highlights from the Week (Week #41) |
October 10, 2015 |
Portfolio Manager Monthly Flip Book (September 2015) |
October 9, 2015 |
China Property Market Pulse (Week #40): Robust Y/Y sales trends; Pricing more mixed |
October 5, 2015 |
Channel Checks and Highlights from the Week (Week #40) |
September 30, 2015 |
Stimulus Bolsters 2016 Growth Case |
September 30, 2015 |
China Property Market Pulse (Week #39): Robust Tier 1 & 2 sales trends; Pricing improved |
September 28, 2015 |
Channel Checks and Highlights from the Week (Week #39) |
September 23, 2015 |
China Property Market Pulse (Week #38): Sales start to pick back up; Tier 1 prices moderated |
September 21, 2015 |
Channel Checks and Highlights from the Week (Week #38) |
September 18, 2015 |
Walking Around Chengdu Auto Show: Show traffic + recent data points suggest soft patch, not recession; Competition the key risk |
September 18, 2015 |
September Bi-weekly Automotive Discount Monitor: SRR Discount Composite Stabilized |
September 16, 2015 |
Mid-3Q15 Automotive Survey: Mixed month; Quarter-to-date dealer trends stable sequentially, suppliers feel impact from summer shutdowns |
September 16, 2015 |
Mid-3Q15 Construction & Mining Equipment Survey: Softer month overall, but stable 3-month trend; Rising inventories a red flag |
September 16, 2015 |
Mid-3Q15 Commercial Vehicle Survey: 3Q dealer trends tracking worse Q/Q; Freight indicators improved |
September 16, 2015 |
Mid-3Q15 Industrial Automation Survey: New low for sales index; Auto capex red flag raised |
September 16, 2015 |
August 2015 Survey: 3Q15 Mid-Qtr Trends Mixed; September Key Month |
September 16, 2015 |
China Property Market Pulse (Week #37): Sales and pricing mixed, Tier 1 pricing moderated |
September 13, 2015 |
Channel Checks and Highlights from the Week (Week #37) |
September 9, 2015 |
China Property Market Pulse (Week #36): Sales stabilizing, pricing mixed |
September 7, 2015 |
Channel Checks and Highlights from the Week (Week #36) |
September 4, 2015 |
September Bi-weekly Automotive Discount Monitor: SRR Discount Composite Index Ticked Down |
September 2, 2015 |
China Property Market Pulse (Week #35): Sales and pricing trends down |
August 26, 2015 |
China Property Market Pulse (Week #34): Tier 1/2 pricing improved; Tier 3 sales and pricing down |
August 24, 2015 |
Channel Checks and Highlights from the Week (Week #34) |
August 21, 2015 |
August Bi-weekly Automotive Discount Monitor: SRR Discount Composite Index Down Slightly |
August 20, 2015 |
China August Field Trip Takeaways: Challenging Industrial Automation Trends |
August 19, 2015 |
China Property Market Pulse (Week #33): Tier 1 sales/pricing robust; Tier 2/3 pricing down |
August 17, 2015 |
Channel Checks and Highlights from the Week (Week #33) |
August 14, 2015 |
July 2015 Industrial Automation Survey |
August 14, 2015 |
July 2015 Commercial Vehicle Survey |
August 14, 2015 |
July 2015 Construction & Mining Equipment Survey |
August 14, 2015 |
July 2015 Automotive Survey |
August 14, 2015 |
July 2015 Survey: 3Q15 Starts Off Mixed |
August 12, 2015 |
China Property Market Pulse (Week #32): Mixed sales trends; Pricing moderates sequentially |
August 12, 2015 |
2Q15 Earnings Comment: China a Source of Downside Surprise |
August 10, 2015 |
Channel Checks and Highlights from the Week (Week #32) |
August 7, 2015 |
August Bi-weekly Automotive Discount Monitor: SRR Discount Composite Index Ticked Back Up |
August 5, 2015 |
China Property Market Pulse (Week #31): Sales and pricing trends more mixed |
August 4, 2015 |
China July Field Trip Takeaways: Soft Demand, but Stable; Market Impact Limited |